See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,861 | $96,965+186.6% | $97,995+183.5% | $147,584+88.3% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 14.70% | 24.11%-9.4pp | 23.94%-9.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $12,109 | $4,536+166.9% | $4,158+191.2% | $4,876+148.3% |
| Participant deferral / active EE | $9,137 | $5,081+79.8% | $5,097+79.3% | $5,439+68.0% |
| Admin fee / account holder | $103 | $8,120-98.7% | $5,943-98.3% | $10,885-99.1% |